Testimonials

Participants:
“The SunStar Lipper Leader’s press conferences in New York 12-3-08 represented our first experience in such an event. Kudo’s to SunStar for the professional and on-time manner in which they conducted both conferences. The two locations were superb, the audience represented a nice cross-section of media personnel, and even the food was good – especially the dinner the night before the event. Also, their efficient scheduling enabled us to make our airline flights the same day. Well done!” Art Ally, President, Timothy Plan Funds.

"I was very pleased with my experience at the Lipper Leaders conference on December 3, 2008, both in terms of the quality of the reporters present and the wide range of business publications. In addition to the fine locations where the presentations took place, I was also pleased with the attention to detail and the additional conversations I had with reporters at the meetings. Finally, I was pleased to see that what I said in the meetings was reported in some of the respective publications." James O’Leary, CFA, Portfolio Manager, Touchstone Funds.

"The Lipper tie-in is great. Having both a downtown and a midtown event makes good sense. Bus service between 2 worked out very well. Congrats on a post 9/11 record turnout. Food was out of this world, as always. I can't think of anything that would have made event better." Jeff Battles, Director of Marketing, James Investment Research, Inc.

"We are very pleased to have been invited to participate in the SunStar Lipper Leaders Press Briefing. The professionals at SunStar did an excellent job in creating an environment for us to showcase our capabilities and to more effectively interact with influential members of the media." Robert E. Morrison, Jr., AFBA 5Star Investment Management Company

"SunStar's Lipper Leader press briefings consistently attract cream-of-the crop mutual fund reporters from top outlets. In my experience at Charles Schwab, our PMs who present at these events get noticed and quoted in articles and broadcast appearances for months to come. SunStar has created a winning formula for introducing fund managers to the most relevant reporters." Sondra Harris, Director, Public Relations, Charles Schwab

"I recently attended a SunStar Lipper Leader press briefing with one of our fund managers. The event was very well organized and well attended. The program moved along at just the right pace allowing each portfolio manager to highlight their fund and make key points. We were very impressed with the number and quality of the reporters that approached us. We started receiving calls from reporters the next day! This event resulted in a significant amount of press coverage and we felt that it was very worthwhile. " Lisa Collins, Senior Product Manager, Huntington Funds.

"We were an unknown fund with good performance. But no one knew we existed. Our first Lipper Leader press event resulted a Barron’s article about the Hodges Fund. That opened the flood gates for additional exposure and press coverage. The rest is history." Don Hodges, president and portfolio manager, Hodges Fund.

"Principal Funds has participated in two Lipper Leader news conferences to date. These events are well-run and of solid value in connecting with key reporters covering the industry." Susan Houser, Principal Funds.

"I thought the press briefing format was a very efficient way for the press to quickly learn about a fund and its investment approach. I found it interesting that the journalists that approached me were mostly interested in the Young Investor Fund and the financial literacy component. I have followed up with these journalists, with two likely to do an article on the YIF . I like to complement you and all the SunStar staff for a great event." Bob Bacarella, Monetta Funds

Journalists:
“Thanks for the invite, was definitely a good session (went to the morning event). Overall, wouldn’t change much to the format, though I’m not really sure how the markets overview at the beginning was useful, would have rather given more time to the fund managers. Generally, I had enough time to speak with each of them after and enjoyed most of the presentations.” Geoff Rogow, Dow Jones

“Yes, I think your events are always very helpful and useful. And I don’t think you folks could have improved on it at all.Grateful for having had the opportunity and look forward to your future events.” I.S., Associate Editor, N.Y

“Most useful was getting a chance to speak briefly with the fund managers. Many of us from Reuters came to get new voices for stories on stocks we cover.” Nick Zieminski, Reuters

"I think the briefing was great. It’s terrific that fund managers get just a few short minutes to make their summaries. For journalists, it provides a great introduction so they can pursue interesting fund managers right after the event or later. I think it’s a wonderful platform for the managers." Daisy Maxey, Dow Jones

"I think the most useful part of the event was the network session afterwards, it is always good to have face time with people in fund companies. Thank you again for inviting me." Erin Kello, MFWire.com

"I always enjoy the variety of varied portfolio managers/fund execs. Great to get different perspectives. And I found Lipper's assessment of the S&P's earnings of particular interest at this meeting." Lori Pizzani, freelance writer

"I thought the event was really well structured and ran like clockwork! It was very useful to me, and the presentations were excellent."Irene Francis, Consuelo Mack WealthTrack

"Most useful, as always, was your tight time-frame. I got info on a half-dozen fund managers in a short time. I can’t afford the time to attend many events because they are either in the middle of the day or are too long." Tim Paradis, Associated Press